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Overview

Onboarding to Fincelo takes four steps. Most subscribers are fully operational within one business day.
1

Connect your workspace

Your Fincelo workspace is provisioned by the team after your demo call. You’ll receive an email at your company address with login credentials.What gets set up automatically:
  • Your Supabase database schema (all tables, RLS policies, functions)
  • Default agent configurations (all start inactive — you activate them)
  • CFO morning brief schedule (6:30 AM IST daily)
  • Default customer scoring weights
2

Upload your contracts

Go to Contracts → Upload and upload your customer contracts as PDFs.Fincelo’s AI will extract:
  • Contract value, billing frequency, payment terms
  • Start date, end date, auto-renewal clause
  • Notice period, termination clause
  • Usage limits, price per seat, discount %
  • SLA terms, ratchet clauses
Each field gets a confidence score. Your team reviews and confirms — corrections teach the AI for next time.
Start with your top 10 customers by ARR. The AI learns fastest when you correct its mistakes on real contracts.
3

Connect your CRM

Go to Settings → CRM Integration and connect Salesforce or HubSpot.Fincelo syncs Closed Won deals only — creating a contract record automatically when a deal closes. The stage name is configurable (default: “Closed Won”).If you don’t use a CRM, skip this step — you can manually create customers and contracts directly in Fincelo.
4

Activate your agents

Go to Settings → Agents and review the 7 agents. Each one is inactive by default.Recommended activation order:
  1. Smart Billing — starts generating invoices from your contracts
  2. Collections — begins dunning on overdue invoices
  3. Renewal — sends 90/60/30/7 day renewal alerts
  4. Compliance — handles GST e-invoicing and TDS matching
  5. Revenue Anomaly — detects ARR deviations and expansion signals
  6. Period Close — assists with month-end close
  7. CFO Copilot — conversational interface, activates last
Never activate Autopilot rules without reviewing them first. All autopilot rules require explicit CFO approval before going live.

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Your First Week

DayWhat to do
Day 1Upload top 10 contracts. Confirm AI extractions. Create customers.
Day 2Activate Smart Billing + Collections. Review first invoice run.
Day 3Connect CRM. Review Closed Won sync.
Day 4Activate Renewal agent. Check renewal pipeline.
Day 5Connect support ticketing platform (Zendesk/Freshdesk/Jira).
Day 7Review first CFO Morning Brief. Activate CFO Copilot.

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Minimum Requirements

Before going live, ensure you have:

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Need Help?

Book a Setup Call

Our team will walk you through setup live. Most teams are fully operational after one 30-minute call.